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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,696 | $110,379-15.1% | $102,412-8.5% | $145,884-35.8% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.5%-16.6pp | 80.3%-22.4pp |
| Annual return | 5.95% | 24.84%-18.9pp | 24.94%-19.0pp | 551.85%-545.9pp |
| Employer contribution / active EE | $1,649 | $4,216-60.9% | $3,870-57.4% | $4,662-64.6% |
| Participant deferral / active EE | $4,649 | $5,622-17.3% | $5,060-8.1% | $6,690-30.5% |
| Admin fee / account holder | $2,464 | $9,745-74.7% | $8,388-70.6% | $13,392-81.6% |